China s AI computing power is the first leader, with profits increasing by 1256, and the artificial

Mondo Technology Updated on 2024-03-02

With the wide application of artificial intelligence technology in various fields, the global competition for computing power is becoming increasingly fierce. According to statistics, in 2021, the total scale of China's artificial intelligence computing power has reached 135 trillion floating point operations per second, an increase of 55% compared with 2020, and the growth rate far exceeds that of other countries in the world. However, due to China's large population base, the per capita computing power level is still only moderate, and there is still a certain gap with developed countries such as the United States. In response to this situation, many domestic enterprises have begun to increase the layout of computing power, hoping to seize this strategic commanding heights.

Recently, Guangdian Yuntong Group announced that it has completed the construction of an independent and controllable computing center with a scale of 50,000 servers, and completed the docking with Yuntong cloud platform, which can provide safe and reliable artificial intelligence computing services for enterprise users. The group plans to continue to expand the number of computing center servers in the future to meet the demand for training large-scale AI models. Industry analysts believe that this indicates that domestic enterprises are actively responding to the global computing power situation and improving their core competitiveness with independent innovation.

In addition, Hongbo also announced that the company will vigorously deploy cloud computing and artificial intelligence. Among them, in the field of cloud computing, the company plans to invest more than 5 billion yuan in the next five years to build computing infrastructure, and has reached a cooperation with Tencent Cloud; In the field of artificial intelligence, the company plans to cooperate with relevant scientific research institutions to actively lay out the artificial intelligence industry chain. It can be seen that many domestic technology companies and listed companies have gradually turned their attention to the research and development and application of core basic technologies of artificial intelligence.

In terms of servers and other core hardware, some domestic companies are also stepping up independent research and development. For example, Zhongbei Communication recently announced that it will invest 1 billion yuan in Hefei to build a large-scale intelligent computing center. This will be the company's third intelligent computing center after Wuhan and Changsha, mainly for application scenarios such as AI model training. The industry believes that this reflects the determination of domestic enterprises to accelerate the layout of independent and controllable industrial chains.

After a lot of analysis, the author has also selected several core leading enterprises of "artificial intelligence", especially the last one, which is expected to range from 7 yuan to 20 yuan

The first, Zhongwei Electronics

Based on the emotional artificial intelligence technology of deep learning, the company has launched emotional artificial intelligence judicial system products, realized judicial business applications from interrogation polygraph, health monitoring, psychological evaluation and other aspects, and has reached preliminary cooperation intentions with some provincial judicial departments.

The second, Tianmai Technology

The company's intelligent driving-related products focus on the scenario-based application of public transportation, and the main products include intelligent recognition products based on vision and millimeter-wave radar, vehicle-road collaboration products based on V2X, driver behavior analysis system and auxiliary braking system.

The third, Aofei Entertainment

It owns 5% of the shares of Beijing Lightyear Unlimited Technology, which is a research and development enterprise of the cloud robot brain "Turing Robot".

Fourth, special information

The company provides access products to Huawei, and has landed cooperation with Huawei in projects or products such as Xuchang Zhongyuan Artificial Intelligence Computing Center.

Fifth, the author is the most optimistic

1. The first leader of "artificial intelligence + computing power + Huawei concept", the company not only has core technologies in the field of artificial intelligence such as face capture, first-class structuring, behavior analysis, intelligent retrieval, image anomaly detection, and intelligent gunball linkage, but also has the international leading level in the field of blockchain computing power, and has in-depth cooperation with Huawei.

2. The company's market value is small and beautiful, the stock price is only about 7 yuan, and the chips are highly concentrated in the near future, which is favored by the main force.

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